Willow Miller (William Blair)

Focus Areas6 topics

Revenue Growth2Demand2Pricing1Cloud & AI1Margin1Cost Pressure1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

GDDYGoDaddy3 quarters

2026 Q1

Can you unpack A&C bookings growth? Was it largely impacted from the recent promotional activity in the quarter?

Revenue GrowthPricingDemandView in transcript →

2025 Q3

is it fair to say your investments in AI can be offset by the efficiencies gained from internal use cases of AI?

Cloud & AIMarginCost PressureView in transcript →

2025 Q2

How should we think about the decel in the quarter? And does this continue through 2025? Just trying to figure out if there's a trough